UPRETY CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST CHESTER, Ohio
CRD number
337708
Registered since
October 2, 2025

Firm profile

FINTRX

Overview

Uprety Capital is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). The firm is owned by an individual and is identified in the data as taking sponsor and managerial roles for pooled investment vehicles — specifically serving as sponsor, general partner and managing member. The profile indicates Uprety Capital is not positioned as a broad capital allocator or multi-state advisory platform: it does not report active ESG investing, pension consulting, or related-adviser activity. Public-facing details such as client segments, fee schedules and a full list of advisory activities are not provided in the source data. The firm’s regulatory/classification entry is listed as unclassified, which, together with its sponsor/GP responsibilities, suggests its activity centers on operating private pooled vehicles rather than running a traditional RIA with retail or high-net clients disclosed in the dataset.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • UJAL TAMANG

    Chief Operating OfficerCRD 8167902

  • PUJAN KHANAL

    Managing member & COOCRD 8167909

  • SUJAN CHUWAN

    CIO & Managing MemberCRD 8167907

Unlock 1 more executives

Contacts

2 of 2
  • NISHAN RAUT

    MemberCRD 8168645

  • ROHAN DAHAL

    MemberCRD 8168655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST CHESTER, OH

BUTLER

Location

WEST CHESTER, OH

Headquartered in WEST CHESTER, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
BUTLER
Address
8368 Princeton Glendale Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth